Introduction
What is an SMA?
Our two Separately Managed Accounts (SMA’s – a type of managed fund) are designed to allow Members to invest with us. We have two funds available for investors – a Growth Fund and an Equity Income Fund. Both have a $50,000 minimum entry.
“SMA” is a bit of jargon. From your point of view consider it as a fund, a mechanism that allows us to do your stock picking for you, that effectively appoints us as your own personal fund manager.
We have invested our own money into the SMA and offer Members and non-Members the opportunity to invest alongside us.
A key feature of the SMA structure is that you are the beneficial owner of the underlying shares, we are simply directing traffic. You are not buying units in our fund as you might with a managed fund, you (we) are buying the individual underlying stocks beneficially in your name.
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Benefits of Investing into the Marcus Today SMA's
- Are seeking an actively managed Australian equity portfolio with a moderately aggressive risk profile
- Have an investment timeline of 5+ years
- Want to retain the beneficial ownership of all shares
- Want portability of stocks – ability to move securities into or out of accounts at any time
- Are focused on capital growth
- Are looking for cost-effective investing with a trade netting policy (buys & sells are matched across the host platform)
- Are looking for consolidated reporting – you can easily monitor your portfolio through online access to quality reporting 24 hours a day, seven days a week
- Like customisation – investors may exclude and/or substitute specific stocks they do not want to invest in due to ethical concerns
- Want transparency of stocks held within the portfolio & automatic re-balancing
PLEASE NOTE
The Marcus Today Separately Managed Account (SMA) and the Marcus Today Income SMA are managed independently of the hypothetical portfolios published in the Marcus Today newsletter.
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OUR PLATFORM PROVIDER
Who are Praemium?
Praemium is a market leading Managed Accounts platform. Their investment platform technology takes highly complex and time-consuming processes and simplifies them.
Praemium was the first company to pioneer a true integrated Managed Accounts platform in Australia. Crafted in collaboration with leading financial professionals, they ensure that their clients get all the functionality that they need. An integrated Managed Accounts platform that can support all clients, great and small.
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